Portfolio management services are sub-advised by SigFig Wealth Management, LLC (“SigFig”), an SEC registered investment adviser. The Capital One Customer Service team will then begin to process your application, and may call you to verify the information submitted on your application. Please be aware that the security products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested. Capital One is committed to both the letter and spirit of the SCRA, including the provision of benefits and protections above and beyond what is required under the SCRA in certain situations. CSI is an affiliate of Citizens Bank, N.A. The Servicemembers Civil Relief Act (SCRA) provides financial relief and protections to eligible military personnel serving on active duty. One Citizens Bank Way, JCB135, Johnston, RI 02919.
CSI is an SEC registered investment adviser and Member - FINRA and SIPC. Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. Deposit and credit products are provided solely by Citizens Bank, N.A. Clarfeld Financial Advisors, LLC and Estate Preservation Services, LLC are both affiliates of Citizens Bank, N.A. Insurance products are offered through Estate Preservation Services, LLC, or an unrelated party. Investment Management Services are offered through Clarfeld Financial Advisors, LLC, an SEC registered investment adviser. that offers banking and investment products. Citizens is a brand name of Citizens Bank, N.A., Member FDIC.Ĭlarfeld Citizens Private Wealth is a division of Citizens Bank, N.A. Citizens Wealth Management is comprised of both banking and brokerage affiliated companies.īanking products are offered through Citizens.
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